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III. Payment of Debts and Expenses

Estate expenses, such as court costs, executor and attorney fees should be paid.

File appropriate tax returns.

Federal estate tax return.

State inheritance or estate tax return.

Decedent's final income tax returns (federal Form 1040 and applicable state return).

Gift tax return (if decedent made substantial gifts - Form 709).

Estate fiduciary income tax returns (federal Form 1041 and state).

Trust fiduciary income tax returns (federal Form 1041 and state).

Business and/or employment tax returns (for business interests).

IV. Closing The Estate

Distribute assets.

Specific bequests of cash and/or property should be distributed.

Sell property which must be liquidated.

Establish any trusts provided in the will.

Distribute any remaining estate assets.

Obtain tax clearances from appropriate government agencies.

File final report/accounting of all receipts, disbursements, and activities of estate and executor.

Close estate account and pay any final expenses.

This article contains general legal information and does not contain legal advice. Rocket Lawyer is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.

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